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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Avaii Wealth Management
Wisconsin
$345K -$10.9K -160 -3%
TWA
1627
Trace Wealth Advisors
California
$343K +$353K +5,196 New
SSWM
1628
Smith Salley Wealth Management
North Carolina
$343K +$11.1K +164 +3%
CIA
1629
Compass Investment Advisers
Oregon
$343K +$352K +5,188 New
CSWM
1630
Cassady Schiller Wealth Management
Ohio
$342K -$1.63K -24 -0.5%
RMP
1631
Richards, Merrill & Peterson
Washington
$342K +$352K +5,180 New
FFG
1632
Fiduciary Financial Group
California
$341K – – –
SFC
1633
SYM Financial Corp
Indiana
$341K +$25.8K +380 +8%
GPW
1634
Genesis Private Wealth
Virginia
$340K +$350K +5,152 New
MWP
1635
Madison Wealth Partners
Wisconsin
$340K +$5.97K +88 +2%
FCT
1636
First Community Trust
Iowa
$339K +$1.09K +16 +0.3%
MA
1637
MKT Advisors
California
$339K +$815 +12 +0.2%
FAT
1638
First American Trust
California
$339K – – –
MCM
1639
Morton Capital Management
California
$339K – – –
PCM
1640
Penn Capital Management
Pennsylvania
$338K +$127K +1,876 +58%
AA
1641
Argent Advisors
Louisiana
$337K +$11.4K +168 +3%
HWP
1642
Hibernia Wealth Partners
Louisiana
$337K -$929K -13,688 -73%
CCG
1643
Catalina Capital Group
California
$335K – – –
SFA
1644
Seneca Financial Advisors
New York
$335K +$272 +4 +0.1%
D
1645
Dentgroup
Louisiana
$334K – – –
KA
1646
Klingman & Associates
New York
$334K +$65.2K +960 +23%
OPPS
1647
Obsidian Personal Planning Solutions
Maryland
$334K – – –
KW
1648
KWB Wealth
California
$334K – – –
OPA
1649
Old Port Advisors
Maine
$332K +$46.4K +684 +16%
WPP
1650
Whalerock Point Partners
Rhode Island
$331K – – –
64 65
66
67 68